Ensign Peak Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
22,807
-5,800
| -20% | -$319K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $1.48M | Hold |
28,607
| – | – | ﹤0.01% | 1052 |
|
|
2024
Q4 | $1.52M | Hold |
28,607
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q3 | $1.46M | Hold |
28,607
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q2 | $1.34M | Hold |
28,607
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q1 | $1.29M | Sell |
28,607
-1,443
| -5% | -$65.1K | ﹤0.01% | 1155 |
|
|
2023
Q4 | $1.38M | Buy |
30,050
+4,250
| +16% | +$195K | ﹤0.01% | 1135 |
|
|
2023
Q3 | $942K | Hold |
25,800
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q2 | $973K | Hold |
25,800
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q1 | $970K | Buy |
25,800
+600
| +2% | +$22.6K | ﹤0.01% | 1262 |
|
|
2022
Q4 | $1.14M | Buy |
25,200
+11,100
| +79% | +$503K | ﹤0.01% | 1057 |
|
|
2022
Q3 | $655K | Hold |
14,100
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q2 | $565K | Hold |
14,100
| – | – | ﹤0.01% | 1410 |
|
|
2022
Q1 | $657K | Hold |
14,100
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q4 | $707K | Hold |
14,100
| – | – | ﹤0.01% | 1459 |
|
|
2021
Q3 | $723K | Buy |
14,100
+7,700
| +120% | +$395K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $298K | Buy |
+6,400
| New | +$298K | ﹤0.01% | 1679 |
|